Tax Return Review Checklist: Prior Year vs Current Year | HelloBooks A reviewer’s checklist comparing this year’s return with last year’s: income lines, new Schedule 1-A deductions, SALT, credits and carryovers.
A reviewer catches most errors by putting last year’s return next to this year’s and asking why each line moved. This checklist sets the comparison out line by line, with the 2025 and 2026 law changes built in.
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Most errors are omissions: a 1099 that did not arrive, a K-1 still in the post, a carryover not brought forward. Comparing lines finds them in minutes, while reviewing a return in isolation tends to miss what is absent.
The new Schedule 1-A deductions do not appear on last year’s return at all, so a prior-year comparison will not prompt them. Check them against the organizer instead.
A working checklist for tax professionals, not advice on a specific return.
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